McClarren Financial Advisors’s Block Inc XYZ Stock Holding History

McClarren Financial Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-108	Closed	-$29K	–	321
2025 Q1	$29K	Buy	+108	New	+$8.06K	0.02%	173
2024 Q4	–	Sell	-134	Closed	-$73K	–	333
2024 Q3	$73K	Buy	134 +6	+5%	+$388	0.01%	107
2024 Q2	$37K	Sell	128 -457	-78%	-$32K	0.03%	165
2024 Q1	$50K	Hold	585	–	–	0.04%	145
2023 Q4	$45K	Hold	585	–	–	0.03%	165
2023 Q3	$25K	Hold	585	–	–	0.02%	197
2023 Q2	$38K	Buy	585 +550	+1,571%	+$34.4K	0.03%	171
2023 Q1	$2K	Hold	35	–	–	﹤0.01%	294
2022 Q4	$2K	Hold	35	–	–	﹤0.01%	306
2022 Q3	$1K	Buy	+35	New	+$2.48K	﹤0.01%	299
2022 Q2	–	Sell	-35	Closed	-$4K	–	305
2022 Q1	$4K	Hold	35	–	–	﹤0.01%	242
2021 Q4	$6K	Hold	35	–	–	﹤0.01%	262
2021 Q3	$8K	Hold	35	–	–	0.01%	225
2021 Q2	$8K	Buy	35 +14	+67%	+$3.25K	0.01%	239
2021 Q1	$5K	Buy	+21	New	+$4.91K	﹤0.01%	220

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

McClarren Financial Advisors's XYZ Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 108 shares — an estimated $29K sold.

McClarren Financial Advisors first reported a position in XYZ in Q1 2021 and held it in 15 quarters. The position peaked at $73K in Q3 2024. 990 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

McClarren Financial Advisors reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 108 Block Inc shares in Q2 2025, an estimated $29K.
McClarren Financial Advisors first reported a position in Block Inc in Q1 2021 and held it in 15 quarters.
McClarren Financial Advisors's Block Inc position peaked at $73K in Q3 2024.
990 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.